What public Form 5500 filings show about the Evergreen Financial Associates, LLC 401(k) plan — and how to find and check your own account.
Evergreen Financial Associates, LLC (EIN 27-0625958) reports EVERGREEN FINANCIAL ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $0 in plan assets across 0 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Evergreen Financial Associates, LLC filing — schedules, fees, and providers.
Evergreen Financial Associates, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Evergreen Financial Associates, LLCHR for the recordkeeper’s name and login.
